The Argument For Small Cap Outperformance In 2026 Schwab Network podcast

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The Argument for Small Cap Outperformance in 2026

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Francis Gannon thinks we are at “just the beginning” of a prolonged outperformance from small caps. Earnings, the upcoming tax changes, deregulation and reshoring are all tailwinds, he argues. He also believes AI benefits are coming for small caps. Francis also discusses how more small cap companies are IPOing, and how they intertwine with private capital markets.

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